Rebirth: The Financial Giant

Tuesday, October 20.

At about 11:00 in the morning, the official V of Tianchi Technology released a message on the Internet, announcing several heavy data such as the order quantity of the two new products in the first week.

Yunchi's first-week order volume reached 252,200 units; the first-week order volume of Flash Spur EU reached 692,600 units.

At the same time, the official V of Tianchi Technology also disclosed that the old product Flash Chi currently has 773,900 orders to be delivered.

In other words, all the current models of Tianchi Technology add up to a total of 1,718,700 vehicles owed to customers.

The company's maximum production capacity in the current month has reached about 320,000 vehicles. Among the major new energy vehicle companies, the production capacity is already far ahead, but even so, the existing order volume will be placed in more than five months. , it takes almost half a year to pick up the car.

It really means that the output is the sales volume. There is no such thing as a backlog of inventory. Tianchi Technology can't wait to take out the display cars of the major offline stores for delivery.

Under Zheng Hongrui's personal social media account, and under Tianchi's technical officer V, there are messages from car owners urging orders and urging capacity expansion.

The price of this old product of Flash Spur is about 200,000. This price is almost invincible at present, and there is really no opponent.

In addition, the current level of perfection of Tianchi technology in the infrastructure of new energy vehicles is far from comparable to when Shanchi was just listed. This is all potential hidden competitiveness.

This car is still so popular since it was released. It is a real new energy car that is close to the people. It is also free to upgrade the intelligent automatic driving system for the old car owners. At the same time, the newly produced vehicles have automatic driving directly. function.

It is no surprise that this old product, the Flash Spur, has achieved a cumulative shipment volume of tens of millions in a few years, and the cumulative shipment volume has now exceeded 3 million.

At the price of 200,000 yuan, there is no need to worry too much about products of the same level threatening the flash in the next three years.

In other words, it can be sold for at least three years.

The production capacity of Tianchi Technology is also gradually increasing, and new production lines are being expanded.

However, the company's current focus is still on the new product Yunchi, and the expanded production capacity is also given priority to this new model. At present, Yunchi's monthly production capacity is over 30,000 units, and less than 400,000 units a year. Yield.

This is definitely not enough. The company is also actively expanding the new smart factory. It is expected to be officially put into production by the end of the year, and mass production will be available in January next year at the latest.

As this new smart factory is put into operation, it will be able to bring an annual production capacity of 1.032 million vehicles to Tianchi Technology, that is, an additional output capacity of 86,000 vehicles per month.

Among them, the production capacity of about 26,000 was given to Yunchi, about 50,000 was given to the mini electric car Shanchi EU, and the remaining 10,000 production capacity was given to the old product Shanchi.

By then, the monthly production capacity of Tianchi Technology will increase to 406,000 vehicles, and the annual production capacity will be expanded to 4.872 million vehicles.

Basically, if there is no accident, Tianchi Technology will start this year, and the total sales of its new energy vehicles will be among the top 10 brands in automobile sales for the first time.

This is another unprecedented world record, and it will also become the first new energy vehicle company in the world to enter the global top ten in sales.

However, Tianchi Technology will obviously not be satisfied with this. The company's future goal is to achieve the total annual sales volume into the ranks of the tens of millions of clubs.

Rising in the era of automobile electrification, it will establish a world-class hegemony in the industry in the ultimate era of automobile intelligence.

Tianchi Technology currently does not seek overseas market expansion, but the globalization strategy blueprint has been put in the company's safe early.

At present, it is necessary to take root in the Greater China market and consolidate its own fundamentals.

The globalization strategy of Tianchi Technology is fully rolled out, and it needs an opportunity. Either America on the other side of the Pacific has completely fallen from the altar, or the country it relies on is on par with America in terms of comprehensive national strength.

At that time, Tianchi technology can boldly expand to the world market in an all-round way. Judging from the current trend, the arrival of this day will not wait too long.

...

With the release of the official V news of Tianchi Technology, the company's stock price rose sharply that day.

Tianchi Technology once plummeted by 15% the day before yesterday. Today, it was stimulated by this news, and it rose by more than 12% during the intraday, out of the negative market of the day before yesterday.

The capital market is also very excited!

The sales volume of Tianchi Technology's flagship products is on the rise. Yunchi has ordered 252,200 units, and its sales are close to 147.8 billion yuan, which is almost the same as the revenue in the first half of last year.

The most important thing is that this new product of Yunchi is no longer a loss-making business. It can make money. According to Zhongxin Securities, it dismantled a car for research, and the analysis report released estimated a 20% profit margin. , the profit scale of Yunchi alone can reach more than 29.5 billion in a week.

In fact, Yunchi's profit margin has reached 23%, and the data obtained by Ashin is conservative, in other words, the profit scale has reached as much as 34 billion.

Is the company's share price high?

High, but not high!

Because the company is still in the stage of rapid growth, it occupies more than 75% of the market share in a highly prosperous industry, which can almost be said to have achieved an industry monopoly.

This undoubtedly gave the company a broader imagination.

As of the close, Tianchi Technology has risen by +11.63%, the stock price closed at 1052.54 yuan per share, and the stock price once again stood at the thousand yuan mark. The trading volume throughout the day increased to 51 billion yuan compared with yesterday's 39 billion yuan, and the total market value after the market was 28418.58. billion.

The Yunchi, which sells for as high as 586,000 yuan and has a floor stand close to 600,000 yuan, can still sell well. This is not a disaster for the international traditional fuel vehicle giants such as the German BBA or the Japanese Three Musketeers. Absolutely sleepless nights.

The so-called BBA is the acronym for Mercedes-Benz, BMW, and Audi in German cars, while Three Musketeers refers to Toyota, Honda, and Nissan in Japanese.

Whether it is the Japanese Three Musketeers or the German BBA, their sales in Greater China are very hot!

However, the rise of Tianchi technology is an unprecedented enemy for them. Yunchi, which sells for 586,000 yuan, can be said to directly threaten their best-selling flagship product.

It can be said that with the market share of this price, Tianchi Technology has to sell one less for every Yunchi sold.

Because the overall size of the auto market has a downward trend, it is a stock market.

The Greater China market is now the world's largest auto sales market, and the total sales volume in the domestic auto market this year is likely to be around 26 million.

And Tianchi Technology is now the output is the sales volume, that is, one is taken away when one is produced, and there is no inventory squeeze. According to the current production capacity, 320,000 vehicles are produced per month. The new energy vehicles under Tianchi Technology are in this year's The total sales volume of 3.85 million units is solid, because production is sales.

The company's current annual production capacity is 3.85 million vehicles, which ranks among the world's new energy vehicle companies. It is also the only new energy vehicle company that can achieve an actual annual output of one million.

In other words, Tianchi Technology's sales volume in the domestic auto market this year will take about 15% of the national share.

And the appearance of Yun Chi was like a sharp knife piercing into the heartland of the BBAs and the Three Musketeers.

...

(Ps: The new book My Fintech Empire has been signed. It is of the same type as the financial giant. The protagonist travels to the middle stage of the bear market in 2008 to start the story.

A brief introduction to the new book is attached:

That year, a financial tsunami swept the world; that year was the eve of the big wave of the mobile Internet; that year, experts comforted investors from more than 6,000 points to more than 1,600 points; that year, a generation of capital giants and top financial operators Hong Chuan was reborn, starting from scratch to build a super business technology empire integrating finance and technology.

Fang Hong: There is no so-called black and white, right and wrong in this circle of money-loving fans. There are only risks and benefits, rational and irrational choices.)